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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $948M AUM 544 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 274 Added 129 Reduced 42 Exited
Page 1 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STRV EA SERIES TRUST 391,287.0 $18.9M 1.99% +12K +3.1% $48.30 -1.4%
2 ACIO ETF SER SOLUTIONS 379,043.0 $17.5M 1.85% +15K +4.0% $46.14 +2.1%
3 MSFT MICROSOFT CORP Technology 42,915.0 $16.0M 1.69% +4K +11.7% $373.02 +29.1%
4 RDVY FIRST TR EXCHANGE TRADED FD 179,331.0 $14.5M 1.53% +5K +3.0% $81.06 +2.4%
5 DGRW WISDOMTREE TR 141,827.0 $13.6M 1.43% +2K +1.1% $95.62 +3.8%
6 DLN WISDOMTREE TR 124,840.0 $12.0M 1.27% +3K +2.3% $96.32 +5.0%
7 PLTR PALANTIR TECHNOLOGIES INC Technology 99,671.0 $11.6M 1.23% +1K +1.1% $116.67 +48.2%
8 OSCV ETF SER SOLUTIONS 274,828.0 $11.6M 1.22% +13K +5.1% $42.19 +1.9%
9 SPYG SPDR SERIES TRUST 94,307.0 $11.2M 1.18% +3K +2.8% $118.99 +1.6%
10 TDVG T ROWE PRICE EXCHANGE-TRADED 200,703.0 $9.8M 1.04% +1K +0.6% $49.03 +2.5%
11 DRSK ETF SER SOLUTIONS 309,386.0 $8.9M 0.94% +15K +5.0% $28.75 -0.8%
12 FRDM EA SERIES TRUST 112,952.0 $8.2M 0.87% +18K +18.9% $72.90 -8.1%
13 MSMR ETF SER SOLUTIONS 229,792.0 $8.1M 0.85% +11K +5.2% $35.16 -0.6%
14 DFAI DIMENSIONAL ETF TRUST 195,544.0 $8.1M 0.85% +6K +3.0% $41.25 +4.4%
15 TSLA TESLA INC Consumer Cyclical 19,055.0 $8.0M 0.85% +483.0 +2.6% $420.60 -20.1%
16 JPM JPMORGAN CHASE & CO Financial Services 23,759.0 $7.8M 0.82% +753.0 +3.3% $327.33 +10.5%
17 VTV VANGUARD INDEX FDS 35,287.0 $7.7M 0.81% +662.0 +1.9% $217.93 +4.2%
18 DGRS WISDOMTREE TR 127,703.0 $7.6M 0.80% +3K +2.4% $59.35 +2.8%
19 VOO VANGUARD INDEX FDS 10,675.0 $7.3M 0.77% +151.0 +1.4% $686.80 +2.8%
20 FYLD CAMBRIA ETF TR 183,160.0 $6.7M 0.70% +9K +5.3% $36.49 +10.7%
Page 1 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Financial Services 17.4%
Consumer Cyclical 9.1%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 5.9%
Healthcare 5.3%
Energy 3.5%
Real Estate 1.5%
Utilities 1.2%